Jane Stevens is a financial advisor and Certified Financial Planner® at Morgan Stanley who brings experience, passion, and enthusiasm to her work. Her time and skills are focused on understanding the unique strategic financial planning needs of each client and developing a deep and trusted relationship. Jane finds real joy in helping her clients build a roadmap for safety, growth, and peace of mind so that they can execute on their goals and dreams.
In addition to the CFP® designation, Jane holds her FINRA Series 6, 7, 63, and 65 licenses, and has earned the Chartered Financial Consultant® (ChFC®), Retired Income Certified Professional® (RICP®), Certified Long-Term Care® (CLTC®), and Qualified Plan Fiduciary Consultant (QPFC) designations.
Being involved in the community is important to Jane and her family, and she’s primarily active in supporting the arts and children. She serves on the board of The Boys and Girls Club of Southern Maine, where she is proud to be a fifth-generation supporter of the Portland clubhouse.
Originally from Tucson, Arizona, Jane moved to Maine in 2007 with her husband Nate, who grew up in Portland's West End. Jane and Nate live in the Deering Center neighborhood of Portland with their son Carter, where they can be found working on projects on their 1870s Victorian farmhouse and exploring new areas near and far. They spend their summers at the family cottage on Little Diamond Island in Casco Bay, which has been in the family for more than fifty years.
Services Include
- Financial Planning
- Wealth Management
- Asset Management
- Professional Portfolio Management
- Planning for Individuals with Special Needs and their Families
- Estate Planning Strategies
- Cash Management and Lending ProductsFootnote5
- LGBT+ Planning Services
- Retirement Planning
- Divorce Financial Analysis
- Trust Accounts
- UGMA/UTMA
- 401(k) Rollovers
- Alternative Investments
- Sustainable Investing
- Life Insurance
- Long-term Care Insurance
- Planning for Education Funding
- Business Planning
- Business Succession Planning
- Corporate Investment Solutions
- Corporate Retirement Plans
Securities Agent: WA, VT, VA, UT, TX, SD, RI, PA, OR, OH, NY, NM, NJ, NH, NC, MO, MN, MI, ME, MD, MA, IN, IL, ID, HI, GA, FL, DE, DC, CT, CO, CA, AZ, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 2340640